To start creating a membership area, there are a couple of steps you'll need. This guide will show you how to set up a membership area from scratch.
Navigate To The Sites Tab
Go To Memberships
Step 1: Create A Product
Start by creating and customizing a product.
For this, go To "Products" then click on "+Create Product".
Choose Course Type
If you create a new product, you can choose from 4 template options: Sprint Course, Marathon Course, Membership, or Build-Your-Own.
We recommend the Build-Your-Own option, this way you can just build it the way you want it. Start by clicking "Start Building".
PRO TIP: Creating a product here DOES NOT create the product or pricing in Stripe. If you want to be able to sell this, you need to create the product in the Products area under Payments.
Enter Product Name
Type in the product name, then click on "Create Product".
Add Categories
Configure the product's outline, starting by adding categories. To do this, click on the "+" icon next to Product Structure.
Edit Category Title
Type in the category title, then click on "Save".
Add Posts
Next, click on "+Add Post or Subcategory", then "Add Post" to add the posts to your categories.
Enter Post Name
Type in the post title, then click on "Save".
(Optional) Add Subcategories
Break down your categories into subcategories if needed. For this, click on "+Add Post or Subcategory", then "Add Subcategory"
Enter Subcategory Name
Type in the subcategory title, then click on "Save".
Check & Adjust Your Structure
Once you've finished adding your categories and posts, check if they're in the right order.
If they are not, you can click on the "document" icon to drag and drop the posts anywhere in the structure.
PRO TIP: Make sure everything is published. If any post is in "Draft", click on the dropdown to choose the "Published" option.
Add Content To Your Posts
Click on any post to edit them. You can to customize your posts with these options:
Video Files (1 video per post)
Size limit: up to 4 GB
Formats: avi, quicktime, MP4, Ogg, WMV, WebM
Other Files
Size limit: up to 50 MB
All file types are allowed
Thumbnail
Recommended dimensions: 1280x720
Format: .jpg or .png with non-transparent background.
Description
Unlimited
Format: similar to email editor
Save Your Posts
After editing your posts, click on "Save" at the top right corner.
(Optional) Edit Details
If you click on "Details" inside the product, you'll be able to customize information like:
Product Name
Product Thumbnail
Instructor's Info (name, title, bio & headshot)
Business Logo
Make sure to click on "Save" after you edit these details.
Step 2: Create An Offer
After creating the product, the next step is creating an offer. This will create the main portal your members are going to log into to access your courses.
For this, go To "Offers" then click on "+Create Offer".
Enter Offer Name
Type in the offer name, something that describes the product(s) you are selling or could be funny and catchy.
Select Product(s)
Select the product(s) you want to include in your offer from the Product dropdown.
(Optional) Add A Price
You can choose whether or not to have a paid membership offer. This step is optional.
Save The New Offer
Click on "Create".
Edit Offer Details
You'll be able to customize information like:
Offer Title & Description
Adding more products (Optional)
Edit Price (Optional)
Add Offer Thumbnail
Publish Offer
Make sure your offer is Published by clicking on that option.
After that, click on "Save".
Step 3: Add A Domain (Optional)
At this stage, you can start adding members to your membership area, but if you want to have a customized URL just for your membership area, go ahead and connect a domain to it.
We recommend creating a subdomain with the words "member", "membership" or "course" in front of your domain name.
Go To Membership Settings
From the Memberships dropdown, go to "Settings".
Click on "Custom Domains"
Add A DNS Record To Your Domain Host
Go to your DNS manager on your domain host. Add a new CNAME record with these details:
Type: CNAME. 6
Name: member (e.g. login, member, course)
Points to = preview.memberships.msgsndr.com
Add The Subdomain To The CRM
Once you create the subdomain on your domain host, go back to memberships and add it to the domain field.
Then click on "Save" at the top right corner.
Go Back To Memberships Settings
Click On "Site Settings"
Here you can customize the branding and SEO settings of your membership site.
Edit The Site Info
You'll be able to customize information like:
Membership Area Title
Membership Area Subdomain and URL
Support Email and Phone number
Edit The Branding
Choose the logo and favicon for your site.
Make sure to click on "Save" after you edit these details.